Fiona Whittet
DipPFS
I am passionate about helping people feel confident, informed and in control of their finances, by offering a friendly, transparent, no jargon approach that puts your goals first.
With more than 20 years Financial Services industry experience, I have seen the impact that personalised financial advice has, the reassurance and security that this brings and what can be achieved by working together to plan for your future.
About
Whittet Wealth Management is here to help you build, protect, and grow your wealth. Based in Bentham, North Yorkshire - close to the Lancashire and Cumbria borders, I offer both in person and virtual advice meetings, making it easy to work together wherever you are.
I work with clients from all backgrounds, to create financial peace of mind and lasting security. My expertise spans advice for individuals, families, and businesses, covering a wide range of financial needs.
By listening closely and tailoring advice to your unique situation, I make managing money clear, straightforward and stress free, so you can focus on enjoying life, knowing your finances are in safe hands.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 19/09/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
